A simple 60/40 portfolio model would’ve easily beaten the returns that hedge-fund investors enjoyed, according to an estimate of their performance. Barclays estimated the weighted average ...

It’s no longer the glory days for the classic 60/40 investment strategy. The U.S. stock market was getting crushed by a sharp selloff in the first full trading week of the new year, as rising ...

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world ...

The latter helped a classic 60/40 approach deliver double-digit gains in 2024, but has left equities looking pricey. Since the expected returns for stocks have remained fairly constant, that ...

The balanced funds that have ticked (just about) all the boxes since 2022 ...

The balanced funds that have ticked (just about) all the boxes since 2022 DeepSeek sell-off: The winners and losers of Monday’s AI volatility The young global funds shooting the lights out over ...

The 60-40 rule isn’t dead, just inverted. The classic portfolio split, which favors the lion’s share of investments going to stocks with the remaining 40% in bonds, has been a bedrock of advisor ...

Happy 2025 All. As 2025 unfolds, many analysts are anticipating a potential market downturn fueled by high interest rates, slowing global growth, and persistent geopolitical tensions. Adding to the ...